IF

Ironwood Financial Portfolio holdings

AUM $564M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.29M
3
+$844K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$815K
5
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$731K

Top Sells

1
+$1.93M
2
+$1.34M
3
+$827K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$808K
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$740K

Sector Composition

1 Technology 11.9%
2 Healthcare 4.37%
3 Consumer Discretionary 2.44%
4 Communication Services 1.46%
5 Financials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$240K 0.07%
11,132
127
$238K 0.07%
5,259
-1,289
128
$230K 0.07%
+939
129
$228K 0.07%
+699
130
$227K 0.07%
+3,399
131
$226K 0.07%
8,535
-300
132
$225K 0.07%
+5,928
133
$223K 0.07%
+16,068
134
$211K 0.07%
+4,801
135
$207K 0.06%
+2,017
136
$92K 0.03%
11,505
137
$8.84K ﹤0.01%
1,252
138
– –
-63,398
139
– –
-87,917
140
– –
-1,437
2 3 4 5
6